Banque Cantonale Vaudoise’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
21,478
+1,359
| +7% | +$124K | 0.08% | 240 |
|
|
2025
Q1 | $1.58M | Buy |
+20,119
| New | +$1.58M | 0.07% | 278 |
|
|
2024
Q3 | $367K | Sell |
5,662
-41,260
| -88% | -$2.67M | 0.02% | 421 |
|
|
2024
Q2 | $3.46M | Sell |
46,922
-6,929
| -13% | -$510K | 0.14% | 145 |
|
|
2024
Q1 | $3.9M | Sell |
53,851
-8,607
| -14% | -$623K | 0.15% | 139 |
|
|
2023
Q4 | $4.3M | Sell |
62,458
-17,046
| -21% | -$1.17M | 0.19% | 105 |
|
|
2023
Q3 | $4.37M | Sell |
79,504
-1,771
| -2% | -$97.2K | 0.22% | 81 |
|
|
2023
Q2 | $4.61M | Sell |
81,275
-7,837
| -9% | -$444K | 0.21% | 88 |
|
|
2023
Q1 | $4.67M | Buy |
89,112
+29,677
| +50% | +$1.55M | 0.23% | 91 |
|
|
2022
Q4 | $4.95M | Sell |
59,435
-1,853
| -3% | -$154K | 0.26% | 81 |
|
|
2022
Q3 | $4.41M | Sell |
61,288
-517
| -0.8% | -$37.2K | 0.25% | 73 |
|
|
2022
Q2 | $3.91M | Sell |
61,805
-10,644
| -15% | -$673K | 0.2% | 92 |
|
|
2022
Q1 | $6.11M | Buy |
72,449
+7,427
| +11% | +$626K | 0.26% | 71 |
|
|
2021
Q4 | $5.47M | Sell |
65,022
-16,798
| -21% | -$1.41M | 0.21% | 92 |
|
|
2021
Q3 | $5.96M | Sell |
81,820
-24,958
| -23% | -$1.82M | 0.26% | 72 |
|
|
2021
Q2 | $7.77M | Buy |
106,778
+33,412
| +46% | +$2.43M | 0.35% | 50 |
|
|
2021
Q1 | $4.78M | Sell |
73,366
-3,948
| -5% | -$257K | 0.24% | 84 |
|
|
2020
Q4 | $4.1M | Buy |
77,314
+8,091
| +12% | +$429K | 0.23% | 91 |
|
|
2020
Q3 | $2.51M | Sell |
69,223
-15,229
| -18% | -$552K | 0.16% | 125 |
|
|
2020
Q2 | $2.85M | Sell |
84,452
-4,800
| -5% | -$162K | 0.21% | 104 |
|
|
2020
Q1 | $3M | Buy |
89,252
+7,781
| +10% | +$262K | 0.25% | 77 |
|
|
2019
Q4 | $3.88M | Buy |
+81,471
| New | +$3.88M | 0.27% | 75 |
|